The Wyoming Reserve Opportunity Zone Fund — Offering II
Managed by The Wyoming Reserve · Operating business · Opportunity Zones in Wyoming
A Qualified Opportunity Zone Business (not a real estate fund) holding physical gold and silver and operating third-party vaulting and trading from Casper, Wyoming, where there's no state income tax, no inventory tax, and no tax on coin or bullion. $50K minimum, accredited only. Offering II raises $130.8M at $13.25/share. Includes an unusual quarterly share-repurchase feature giving optional partial liquidity inside the 10-year OZ hold.
Overview
The Wyoming Reserve is structured as a Qualified Opportunity Zone Business (QOZB) operating company in a designated Opportunity Zone in Casper, Wyoming. The business holds physical precious-metals inventory (gold and silver), maintains third-party vaulting services, and operates within a designated Foreign Trade Zone with quarterly independent vault audits.
Offering II raises $130,788,123 of common stock at $13.25 per share (minimum investment $50,000). The offering is a Rule 506(c) offering for accredited investors only. Offering closes the earlier of full subscription or December 31, 2026.
At a glance
Targets are sponsor-stated and not guaranteed.
Investment thesis
Wyoming-based operating business in an OZ tract. Wyoming has no state income tax, no corporate tax, no inventory tax, and does not tax silver/gold or 'other coin' — favorable for a precious-metals business.
Historical precious-metals returns (sponsor data): Gold + Silver combined CAGR of 20.0% (last 5 years), 16.5% (last 10 years), 8.2% (since 1971). Past performance is not indicative.
2024-2025 Share Repurchase Value CAGR: 19% (sponsor-reported).
Unique 'Smart Liquidity' feature: optional quarterly share repurchase up to 5% of outstanding shares (1-year lock-up), and optional monthly cash-flow program up to 1%/month at quarter-end share repurchase price. Provides liquidity flexibility uncommon in OZ structures.
Geographic focus
Casper, Wyoming — operating business at Casport. Wyoming is a #1 Sound Money State and #1 Business Tax Climate state per sponsor materials.
Investor timeline
Sponsor
The Wyoming Reserve . Operating-business Qualified Opportunity Zone Business (QOZB) headquartered at Casport in Casper, Wyoming. The business combines precious-metals trading and vaulting operations: maintains physical precious-metals inventory, vaults third-party owned metals, and operates under Wyoming's favorable tax regime (no state income tax, no sales tax on gold/silver, designated Foreign Trade Zone).
Leadership team
The people responsible for acquiring and managing the fund's assets.
Key risks
- Illiquid for ~10 years. No public market for shares; plan to leave capital invested for a decade.
- Returns are targets, not guarantees. Real estate can underperform; you could receive less than invested.
- Tax benefit requires the full hold. The appreciation exclusion applies only at 10+ years.
- Commodity-price exposure: business performance is heavily influenced by precious-metals price volatility.
- Operating business risk — different from real estate; performance depends on metals trading, vaulting fees, and inventory management.
- Related-party transactions: business intends to engage with affiliate Scottsdale Mint.
- Concentration risk: single operating business with key personnel dependence.
- Liquidity risk: 'Smart Liquidity' repurchases capped at 5% of outstanding shares per quarter; first-come-first-serve; no secondary market.
- Regulatory risk: precious-metals trading and Foreign Trade Zone operations are subject to changing federal regulation.
- QOF compliance risk: must continuously meet QOF qualification requirements; failure may reduce or eliminate tax benefits.
- Single-sponsor execution risk. Outcomes depend on The Wyoming Reserve's acquisition and management. Past performance does not guarantee future results.
Model your return
Compare this fund's after-tax outcome against paying the tax and investing elsewhere.
Hypothetical scenarios. Not a forecast. Past performance does not predict future results. Target IRR is sponsor-stated; actual returns may differ materially. S&P 500 baseline uses 10% historical nominal; T-bills 4% nominal. State tax: California 13.30%. Federal LTCG 20% + 3.8% NIIT applied to appreciation at exit on non-OZ paths. QROF appreciation tax-free after 10-year hold per IRC § 1400Z-2. Not investment advice; not an offer to sell securities.
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